Filed February 24, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8874282 | Investment Management | $15,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,417 | $47,766+78.8% | $82,763+3.2% | $64,824+31.8% |
| Participation rate | 98.7% | 67.7%+31.0pp | 72.6%+26.2pp | 71.5%+27.3pp |
| Annual return | -9.62% | -13.06%+3.4pp | 702.45%-712.1pp | 32.84%-42.5pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $6,292 | $3,332+88.8% | $4,395+43.2% | $4,311+45.9% |
| Admin fee / account holder | $32 | $143-77.4% | $5,325-99.4% | $188-82.8% |